Joule Financial, LLC
Q4 2025 13F Holdings
- Locationlexington, KY
- Num holdings
110
- Value ($000)
$333,788
- Date Filed01/20/2026
- Form type13F-HR
- CIK0001929070
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $66.58M | 20 % | 898,873 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $42.24M | 13 % | 220,490 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | $28.83M | 9 % | 261,682 | ||
ISHARES TR | 7-10 YR TRSY BD | 464287440 | $27.33M | 8 % | 284,211 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $22.86M | 7 % | 802,607 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $22.47M | 7 % | 819,168 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $8.56M | 3 % | 137,003 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $7.92M | 2 % | 147,252 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $6.33M | 2 % | 241,297 | ||
ISHARES TR | 20 YR TR BD ETF | 464287432 | $6.09M | 2 % | 69,866 |
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